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Workflow
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builder navigator panel
The navigator panel in the workflow builder displays the a visual workflow diagram showing the workflow states and transitions between the statesthem.
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In the navigator panel, select a button to edit the workflow, add a state, or add a workflow parameter.
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choose the Workflow button to edit the workflow name and description
choose the +State button to add a new state to the workflow
choose the +Parameter button to add a new workflow parameter
Choose the { } button to switch to the code editor.
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The code editor when When accessed from the workflow builder, the code editor also includes these option buttons to allow easy switching between the code editor it and the visual editor. |
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Saved option to save changes in workflow builder visual editor
Exit to return to the space settings document management dashboard
Choosing Exit without previously selecting Saved will not update the workflow in the document management dashboard.
Navigator panel state lozenges
Each state lozenge in the visual diagram can be selected to open the state editor in the workflow panel for the chosen state.
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You can also choose to add and edit transitions and/or approvals for the state using the state editor.
Saving changes to the workflow
To save any edits to the current workflow you must:
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choose the Saved button to save any changes made to the workflow in workflow builder
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After editing the workflow in the visual editor or the code editorb choose
Save to save changes
Exit to return to the space settings dashboard and update the space workflow with the changes made in workflow builderdocument management dashboard
Each use of Save updates the workflow in the workflow builder and in the space document management dashboard.
Choosing Exit checks for unsaved changes and displays the following if there has been an edit since the last Save.
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